156 results found

1. HubSpot: Token Information to Populate in Fields and Editable by Signers

   Would like for there to be a way for their signers to edit their information that populates through HubSpot Tokens. The client explained that the information is not always accurate and up to date, so this would allow signers to make quick changes to reflect validity on their signed Documents.

   3 votes

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  Victoria Solovey responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Passing information from HubSpot into PandaDoc (via fields)

   Update Deal properties in HubSpot when PandaDoc document status changed

2. The ability to attach the completed document created in PandaDoc to Hubspot object
   3 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  Victoria Solovey responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Move a document to attachments in HubSpot deals

3. Retrigger webhook

   The option to re-trigger webhooks.

   3 votes

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   Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

4. Ability to change tokens format in Microsoft Dynamics

   For example, the date

   3 votes

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   Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

5. Ability to link a Completed document to a Salesforce Opportunity in Editor 2.0
   3 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,
   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
   Link a document to an Opportunity in Salesforce

6. Pass currency formats from Zoho
   3 votes

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7. Reoccurring charge in Hubspot
   3 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  Victoria Solovey responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Send product information to a quote builder block in PandaDoc

8. Zendesk Support for Editor 2.0
   3 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Zendesk Support

9. [Greenhouse] Take Hiring manager contact information from the Offer object

   Take Hiring manager contact information from the Offer object (for now only Candidate is available).

   2 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi,
   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. You can now map the Hiring Manager and Recruiter objects to the Roles in your templates.

   Click here to learn more: Connect the Recipient Roles

   
   

10. PandaDoc automatically update Hubspot with the Deal Value based on the amounts on the proposal
    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Victoria Solovey responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Update, add, and remove line items in HubSpot whenever a document status changed

11. Import Google contacts

    live sync with Google contacts

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

12. Pass taxes from hubspot to PD document

    It would be great if the product taxes can be populated to the pricing table in the PandaDoc document.

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Victoria Solovey responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    HubSpot CRM. Map product fields with pricing table columns

13. Integration with HR systems

    Have HR systems integration, preferable Bambu HR

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvellous day!

    BambooHR automations.

14. Map HubSpot Products to multiple PD pricing Tables

    Ability to custom map HubSpot products into multiple pricing tables, just like how we can for Salesforce

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Victoria Solovey responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    HubSpot CRM. Mapping products to pricing tables and pricing table sections

    Quote builder block. Map products into quote sections

15. The ability to map product fields inside of Hubspot and transfer them to the pricing table in PandaDoc
    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Victoria Solovey responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    HubSpot CRM. Map product fields with pricing table columns

    HubSpot CRM. Map product fields with quote builder columns

16. Ability to link documents created via Zapier to a folder automatically
    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    Available since Zapier version 2.1.0

17. [Zoho] Token Formating
    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

18. Webhooks for EV2 Workspace

    Webhooks for EV2 Workspace

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

19. Salesforce: Upgrade API version for APEX Classes

    We are preparing for Salesforce’s upcoming implementation of a new locale format across our organization. During our review, we identified that some APEX classes in the PandaDocs package are using API versions 45 or earlier. As this update may affect locale-sensitive operations (such as date, time, number, and currency formatting), we are concerned that the older APEX class versions might introduce compatibility issues.

    1 vote

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    [Hyperlink]

20. Ability to pass billing frequency fields into the pricing table from Pipedrive line items.

    Pipedrive disable the field of variance and they introduce the billing frequency which is already in their API however Pandadoc has not updated this field in their API, and this is crucial to be able to use it in the pricing table.

    1 vote

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Import product information into PandaDoc quote builder